WAM
PIV

Wealthspire Advisors (Maryland)’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,265
Closed -$187K – 2721
2018
Q1 		$187K Buy
6,265
+33
+0.5% +$985 0.02% 499
2017
Q4 		$190K Buy
6,232
+40
+0.6% +$1.22K 0.02% 508
2017
Q3 		$178K Buy
6,192
+23
+0.4% +$661 0.02% 511
2017
Q2 		$172K Buy
+6,169
New +$172K 0.02% 506

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PIV Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 6,265 shares — an estimated $187K sold.

Wealthspire Advisors (Maryland) first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $190K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,265 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $187K.
  • Wealthspire Advisors (Maryland) first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $190K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.